Institutional buyers' reaction when retail sells the dip. 📉 https://t.co/IPpsImXIan ...

🚨 UPDATE: Where is all the institutional $BTC?The majority of it is in the hands of public companies, ETFs, funds and sovereign states.But the vast majority of the supply is untracked. https://t.co/mHgWTPlZww ...

🔎 Digital Asset Treasury (DAT) & Institution Boost🔹 @FTI_Global Franklin Templeton Partnership (Sep 10): Binance teams with $1.6T asset manager to expand institutional crypto offerings.🔹 ~50 potential BNB DAT participants (e.g. BNC, B Strategy): Institutional validation signals BNB’s growing role as a digital reserve asset.6/7 ...

Core Viewpoint - China's stock markets are experiencing a significant rally, primarily driven by institutional investors rather than retail investors, with Goldman Sachs suggesting that the bull run may continue further [1][2]. Group 1: Market Performance - Chinese equities have gained approximately $3 trillion in market value this year across Hong Kong and mainland markets [2]. - The CSI 300 index has increased by 26% since April, while the MSCI China index has risen over 35% year-to-date [2]. - Domestic insurers have raised their equity holdings by 26%, and domestic hedge funds have increased assets under management from 5 trillion yuan to 5.9 trillion yuan (approximately $830 billion) [3]. Group 2: Investor Behavior - Institutional investors, including onshore mutual funds, have significantly reduced cash ratios to five-year lows as they invest heavily in stocks [2]. - Chinese households hold about $5 trillion in equities, representing roughly one-third of the total Chinese equities market, with most of the remainder held by global and domestic institutional investors [4]. - Only 11% of Chinese household financial assets are allocated to equities or mutual funds, compared to about 32% in the US, indicating potential for increased investment in stocks as property prices decline and bank deposit yields remain low [5]. Group 3: Market Sentiment and Valuation - Retail sentiment is not at euphoric levels seen in previous market peaks, suggesting room for growth; if enthusiasm returns to those highs, the CSI 300 could gain an additional 18% to 27% [6]. - Current valuations of Chinese shares do not appear stretched, and they trade at a discount compared to developed-market equities [7]. - Despite the stock market's outperformance relative to the slowing economy, this disconnect is noted as a global phenomenon [7]. Group 4: Policy Risks and Outlook - The primary risk to the market is policy-related, as previous rallies have ended due to regulatory tightening; however, the stock market's importance to Beijing suggests a low likelihood of deliberate downturns [8][9]. - Goldman Sachs maintains an overweight call on China's mainland-listed A shares and Hong Kong-listed H shares, forecasting 8% and 3% upside over the next 12 months, respectively [9].

there is an army of people trying to get you to be bearish herecalling 'cycle top' and trying to push you to sell your coins right after the first in a series of rate cuts in a very long timemeanwhile, Tether has minted over $10 billion in the past month leading into today's rate cutand Bank of America just released a report showing 67% of fund managers have ZERO exposure to crypto, 84% haven't started structural crypto investments, and the average crypto allocation across institutional investors is a measl ...

Institutional Bitcoin adoption has gone parabolic since 2024. 🚀 https://t.co/BxMExvzAxj ...

Polygon Labs x @cypher_capitalWe’re teaming up to expand institutional access to POL across the Middle East.The initiative channels long-term capital into the ecosystem, giving institutional investors exposure to POL while generating yield, growth and network security. https://t.co/ZQE6KZ7cVr ...

Institutional Investors and Market Trends - Institutional investors are increasingly focusing on finance stocks due to anticipated interest rate reductions later this year, suggesting a potential bullish trend in this sector [3][8] - Institutions are viewed as "smart money" due to their extensive resources and expertise, often leading the market ahead of retail investors [2][4] Charles Schwab - Charles Schwab has a significant client base exceeding 37 million and total client assets over $10 trillion, positioning it well to navigate lower interest margins through trading and asset management fees [10][14] - Institutional investors have purchased over $22.7 billion in Schwab shares in the past year, with a notable increase in buying activity, including inflows of $8.7 billion in Q1 [11][10] KKR & Co. Inc. - KKR specializes in alternative asset management and has gained interest from institutional investors due to its focus on private markets amid soft IPO and M&A conditions [15][16] - Over $12 billion in institutional capital has flowed into KKR shares in the last year, with $11 billion in the last three quarters alone, indicating strong institutional confidence [19][19]

RT Solana (@solana)The institutions are here.@0xMert_ on recent Solana institutional momentum 🏦 https://t.co/RjLtVoTY6C ...

Core Viewpoint - Li Lu, an investor known as "the Chinese Warren Buffett," has made a significant investment in PDD Holdings, owning 4,608,000 shares valued at nearly $500 million as of June 30 [1] Group 1: Stock Performance - PDD Holdings stock price decreased by 1.62% on August 14, but saw a pre-market increase of 1.18% on August 15 [2] - The stock had a trading volume of 5,151,744 shares on August 14, below its average of 6,113,639 shares [4] - Over the past year, PDD shares traded between $87.11 and $155.67, with a current market capitalization of $159.79 billion [4] Group 2: Financial Results - PDD's latest quarterly earnings reported earnings per share (EPS) of $1.37, which was below the consensus estimate of $2.25 [4] - Revenue for the quarter was $13.18 billion, significantly lower than the projected $103.37 billion [4] Group 3: Institutional Activity - The National Bank of Canada reduced its stake in PDD by selling 785,691 shares, a decrease of 73.4% [5] - Hollencrest Capital Management initiated a new position worth $26,000, while other firms opened positions ranging from $204,000 to $218,000 [6] - 3G Capital increased its holdings in PDD by 41.7%, now owning 425,000 shares, while divesting from Amazon [6] - Institutional investors and hedge funds collectively hold 39.83% of PDD's outstanding shares [6] Group 4: Analyst Opinions - Benchmark lowered its target price for PDD from $160 to $128 but maintained a "Buy" rating [7] - JPMorgan reduced its target from $125 to $105, assigning a "Neutral" rating [7] - Jefferies set a target price of $121 with a "Buy" rating [7]